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Arthur J. Gallagher & Co

946 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 379 increasing their positions, 303 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 72

25% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 303

23.41% more ownership

Funds ownership: 85.98%109.39% (+23%)

3% more funds holding

Funds holding: 919946 (+27)

3% more capital invested

Capital invested by funds: $33.9B → $34.9B (+$975M)

1% less call options, than puts

Call options by funds: $60.1M | Put options by funds: $61M

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
946
Holders Change
+27
Holders Change %
+2.94%
% of All Funds
15.08%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
117
Increased
379
Reduced
303
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
Kornitzer Capital Management
Kansas
$64.4M -$972K -5,125 -1%
ORIO
77
Old Republic International (ORI)
Illinois
$63.9M
UBS Group
78
UBS Group
Switzerland
$61.6M -$8.6M -45,341 -12%
WF
79
Welch & Forbes
Massachusetts
$57.3M +$996K +5,247 +2%
Franklin Resources
80
Franklin Resources
California
$55.3M -$3.62M -19,062 -6%
MPIA
81
Mountain Pacific Investment Advisers
Idaho
$54.8M -$377K -1,989 -0.7%
Principal Financial Group
82
Principal Financial Group
Iowa
$53.6M +$1.19M +6,290 +2%
WG
83
Welch Group
Alabama
$52.7M -$3.42M -18,042 -6%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$51.8M +$4.05M +21,323 +9%
EIP
85
Epoch Investment Partners
New York
$51.8M -$5.24M -27,604 -9%
AllianceBernstein
86
AllianceBernstein
Tennessee
$51.7M -$597K -3,144 -1%
WFMPM
87
Woodley Farra Manion Portfolio Management
Indiana
$51.7M -$9.01M -47,467 -15%
CGPCS
88
Capital Group Private Client Services
California
$48.9M +$26.3M +138,633 +119%
DP
89
Dearborn Partners
Illinois
$48.8M -$420K -2,211 -0.9%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$48.5M +$6.57M +34,640 +16%
PR
91
Payden & Rygel
California
$47.9M
APG Asset Management
92
APG Asset Management
Netherlands
$47.9M -$7.18M -37,865 -12%
Wells Fargo
93
Wells Fargo
California
$47.6M -$883K -4,652 -2%
PFM
94
Premier Fund Managers
United Kingdom
$47.4M +$47.4M +250,000 New
SO
95
STRS Ohio
Ohio
$46.9M -$5.66M -29,836 -11%
Barclays
96
Barclays
United Kingdom
$46M -$24.8M -130,962 -35%
GIA
97
Gateway Investment Advisers
Ohio
$44.1M -$581K -3,063 -1%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$44M +$30.8M +162,243 +240%
ERSOT
99
Employees Retirement System of Texas
Texas
$42.7M +$20.9M +110,000 +97%
T. Rowe Price Investment Management
100
T. Rowe Price Investment Management
Maryland
$41.7M +$628K +3,309 +2%

AJG Hedge Fund Activity: Q1 2023 in Review

946 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2023, worth a combined $34.9B — up 2.9% from $33.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AJG positions and 72 closed out — a net gain of 45 holders — while 379 added to existing stakes and 303 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $414M. The largest seller was Baillie Gifford & Co, cutting an estimated $193M.

  • 946 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2023, up from 919 in Q4 2022.
  • Funds reported $34.9B of Arthur J. Gallagher & Co stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 117 funds opened new Arthur J. Gallagher & Co positions in Q1 2023 and 72 closed out, a net change of +45 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2023 was Boston Partners, an estimated $414M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2023 was Baillie Gifford & Co, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2023.